Integrated Wealth Concepts LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 399 filers reported holding VANGUARD BD INDEX FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$1,531,133
-1.6%
20,445
-1.0%
0.02%
-8.7%
Q1 2024$1,556,542
+25.1%
20,643
+26.7%
0.02%
+15.0%
Q4 2023$1,244,305
-4.3%
16,291
-9.4%
0.02%
-13.0%
Q3 2023$1,300,684
-16.5%
17,988
-13.1%
0.02%
-14.8%
Q2 2023$1,556,981
+106542.5%
20,696
+8.8%
0.03%
-10.0%
Q1 2023$1,460
-13.7%
19,023
-16.4%
0.03%
-34.8%
Q4 2022$1,691
-99.9%
22,752
-2.6%
0.05%
-16.4%
Q3 2022$1,716,000
-0.2%
23,354
+5.4%
0.06%
+1.9%
Q2 2022$1,720,000
-10.6%
22,154
-5.7%
0.05%
-8.5%
Q1 2022$1,924,000
-10.8%
23,498
-4.6%
0.06%
-7.8%
Q4 2021$2,158,000
+7.5%
24,625
+9.7%
0.06%
-1.5%
Q3 2021$2,008,000
+15.5%
22,456
+16.2%
0.06%
+4.8%
Q2 2021$1,738,000
+2.7%
19,320
+1.3%
0.06%
-11.4%
Q1 2021$1,693,000
+0.1%
19,078
+4.7%
0.07%
-12.5%
Q4 2020$1,691,000
+3.4%
18,213
+4.1%
0.08%
-20.8%
Q3 2020$1,636,000
+8.8%
17,496
+8.5%
0.10%
-6.5%
Q2 2020$1,503,000
+11.7%
16,129
+7.0%
0.11%
-12.9%
Q1 2020$1,346,000
+20.3%
15,071
+17.5%
0.12%
+31.9%
Q4 2019$1,119,000
+8.5%
12,829
+9.5%
0.09%
-19.0%
Q3 2019$1,031,000
+25.0%
11,720
+8.6%
0.12%
+7.4%
Q2 2019$825,000
-10.7%
10,787
-2.0%
0.11%
-30.8%
Q1 2019$924,000
+90.5%
11,005
+84.4%
0.16%
+18.2%
Q4 2018$485,000
+78.3%
5,969
+76.1%
0.13%
+61.0%
Q3 2018$272,000
-43.0%
3,389
+30.2%
0.08%
-49.7%
Q2 2018$477,000
+73.5%
2,602
-22.9%
0.16%
+48.2%
Q1 2018$275,000
+3.4%
3,373
+5.8%
0.11%
-3.5%
Q4 2017$266,0003,1890.11%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 595,681$52,217,00041.12%
Diana Davis Spencer Foundation 1,240,000$108,698,00040.00%
Diversified Portfolios, Inc. 210,205$18,427,00011.52%
Ken Stern & Associates, Inc. 178,136$15,615,00010.78%
Franklin, Parlapiano, Turner & Welch, LLC 237,888$20,853,00010.60%
Day & Ennis, LLC 109,810$9,626,00010.13%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,911$31,370,0009.66%
Independence Advisors, LLC 465,184$40,778,0009.58%
Coyle Financial Counsel LLC 74,564$6,486,0009.36%
RELIANCE TRUST CO 9,310$816,0008.51%
View complete list of VANGUARD BD INDEX FDS shareholders